Succeeding Beyond Your Career

Singer Burke works selectively with a limited number of businesses and families whose complex situations demand specialized knowledge and resources.

As a highly successful individual, you need a top-notch team to manage your wealth and help you respond to an ever-changing landscape of risks and opportunities.

We look at your business and personal finances as an integrated whole, identifying strategies that will help protect what’s important to you, make the most of what you’ve earned and position you to achieve lasting goals, such as establishing a charitable foundation, buying or selling a business, or monetizing your intellectual or creative properties.

You’ll work closely with your dedicated family office professionals, who are fully committed to meeting your day-to-day needs. In addition, you’ll enjoy the support of our cohesive team of tax, investment, business management and wealth management professionals who have a history of working with top professionals in the legal, insurance, consulting and talent management industries. All have deep knowledge in addressing the concerns of highly successful creative professionals and their families.

When you decide to work with our team, we become your true partner, serving as a centralized office that manages all your financial interests. We offer a coordinated, personalized solution that empowers you to continue to live well and succeed both professionally and personally.

Additional services for individuals or families at this stage might include:

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Singer Burke is a collaboration between two distinct companies, Singer Burke Zimmer, LLP, a tax and accounting firm owned by CPAs and regulated by the California Board of Accountancy; and SB Capital Management, a Registered Investment Advisor owned by its shareholders and regulated by the Securities and Exchange Commission. Clients wishing to engage the services of both firms must contract with each firm separately and render fees as specified under each arrangement.